Business Details
12 Years
experience
Your Trusted Partner for Financial Adviser Solutions
At Shulman DeMeo Asset Management, we are committed to helping clients achieve financial confidence through personalized asset management and comprehensive financial planning. With over 30 years of combined experience, our team prioritizes understanding each client's unique goals and crafting tailored strategies that align with their aspirations. We maintain a boutique approach by limiting our client base to ensure focused, responsive service and adaptability to evolving needs. Our fee-based independence allows unbiased investment decisions solely in clients' best interests, supported by partnerships with legal, tax, and banking professionals for holistic financial solutions.As an SEC-registered independent Registered Investment Advisor, we safeguard client assets through leading custodians like Charles Schwab and Fidelity while maintaining transparency and accessibility through direct account access and regular statements. Our process begins with in-depth financial planning, analyzing clients' current positions and future objectives, followed by customized investment strategies that emphasize long-term growth and risk management. We believe strong relationships are built on collaboration, communication, and trust, which is why we dedicate ourselves to continuous client education and support throughout every stage of their financial journey.
Services
Financial Planning
Asset Management
Retirement Planning
Investment Strategy
Estate Planning
Risk Management
Wealth Preservation
Tax Optimization
College Savings Plans
Portfolio Monitoring
Details
- Year established: 2014
Highlights and features
- We offer 30+ years of combined experience in asset management and financial planning
- Our boutique model ensures personalized service with limited client relationships
- Fee-based independence guarantees unbiased investment recommendations
- We collaborate with legal and tax professionals for comprehensive financial solutions
- Client assets are securely held through leading custodians like Charles Schwab
Associations and certifications
- Securities and Exchange Commission (SEC)
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps for clients' financial futures. We analyze current assets, retirement goals, and risk tolerance to develop strategies that address cash flow management, tax optimization, and long-term wealth preservation. Through collaborative consultations, we ensure plans adapt to evolving life circumstances while maintaining focus on achieving both short-term and lifetime objectives.
Asset Management
We provide personalized asset management solutions that align with clients' financial goals and risk profiles. Our approach combines market analysis with strategic investment allocation to optimize portfolio performance. Regular monitoring and adjustments ensure continued alignment with changing market conditions and individual client needs while maintaining diversification across asset classes.
Retirement Planning
This specialized service focuses on creating sustainable retirement income strategies. We evaluate existing retirement accounts, projected expenses, and social security benefits to develop withdrawal plans that maximize longevity. Our approach incorporates tax-efficient distribution strategies and contingency planning for healthcare costs and market volatility during retirement years.
Investment Strategy
Our investment strategy service develops customized approaches to wealth accumulation. We implement diversified portfolios using non-proprietary investment options selected solely based on clients' growth objectives. The strategy incorporates ongoing market analysis, risk assessment, and periodic rebalancing to maintain optimal asset allocation aligned with individual financial goals.
Estate Planning
This service coordinates with legal professionals to create comprehensive estate plans that ensure efficient wealth transfer. We analyze clients' assets, family structures, and charitable intentions to develop strategies that minimize tax liabilities while preserving wealth for future generations through trusts, wills, and gifting strategies.
People
Jason H. Shulman
Managing Partner
With over 30 years of financial industry experience, Jason H. Shulman specializes in creating customized financial plans for high-net-worth individuals. He graduated from Northeastern University with a Finance degree and focuses on risk management and long-term wealth strategies while maintaining active client relationships.
James N. DeMeo, Jr.
Chief Investment Officer
As Chief Investment Officer, James N. DeMeo leverages 30+ years of asset management expertise to develop investment strategies tailored to client objectives. A University of Tampa graduate in Accounting and Business Management, he specializes in portfolio construction and market analysis for wealth preservation and growth.
Questions
What services does Shulman DeMeo offer?
We provide comprehensive financial planning, asset management, retirement planning, investment strategy development, and estate planning services tailored to high-net-worth individuals.
How is Shulman DeMeo different from other financial advisors?
Our boutique model limits client relationships to ensure personalized service, while our fee-based independence guarantees unbiased investment recommendations aligned with your best interests.
Are you registered with regulatory authorities?
Yes, we are registered with the Securities and Exchange Commission (SEC) as an independent Registered Investment Advisor (RIA).
Where are client assets held?
Client funds are securely held through third-party custodians like Charles Schwab and Fidelity, ensuring transparency and protection of assets.
How long has the firm been in business?
Shulman DeMeo was established in 2014, though our managing partners bring over 30 years of combined experience in financial services.
